Matthew's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 13 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging and existing Pension
How has Matthew Gibbons helped you?
Insight into current SJP pension performance and options with existing workplace pension as approaching retirement age
Have you seen the outcome you were hoping for?
Yes, very informative and knowledgeable on topic. Very polite and approachable
What could they have done better?
Nothing
Review
by a verified client in Outside UK
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Matthew Gibbons helped you?
Managing my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Matthew Gibbons helped you?
Extremely helpful, interactive with good knowledge of current financial legislation and sound advice.
Have you seen the outcome you were hoping for?
Yes, SJP pension fund performing well.
What could they have done better?
Nothing really.
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having reached retirement she and inheriting a large sum of money following my father’s death, I needed some advice and guidance about what to do and how to organise a regular income.
How has Matthew Gibbons helped you?
Matthew had been nothing but helpful and knowledgeable and I am completely reassured by his suggestions which are working out extremely well!
Have you seen the outcome you were hoping for?
Absolutely! I have had some large expenses but, because of Matthew’s excellent advice, I have been able to deal with those without affecting my income!
What could they have done better?
Nothing!
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to be more aware of pension funds and individual ISA / investment opportunities
How has Matthew Gibbons helped you?
Continued pension advice, help with ISA products & market overviews
Have you seen the outcome you were hoping for?
Yes, the service from Matthew is very professional and extremely informative. He always updates me with how my portfolio is performing and is available at all times when I have required advice or support.
What could they have done better?
The service works exactly how I need it.